StockDriftsStockDriftsTop 35 Whale Rock Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.92% | 2.67M | $768.3M | +27.17%(+570.90K) | $225.07(+76.29%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 6.56% | 799.6K | $508.0M | -20.33%(-203.98K) | $174.79(+705.31%) | 2026-03-31 | |
| CLS | CELESTICA INC | 5.52% | 1.52M | $427.6M | -19.35%(-364.19K) | $45.80(+682.94%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.89% | 1.82M | $378.9M | -2.07%(-38.44K) | $178.14(+48.28%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 4.42% | 3.51M | $342.4M | -17.81%(-761.76K) | $44.97(+272.12%) | 2026-03-31 | |
| AEIS | ADVANCED ENERGY INDS | 4.26% | 1.02M | $329.8M | new | $266.04(+21.58%) | 2026-03-31 | |
| FN | FABRINET | 4.12% | 611.3K | $318.8M | -0.78%(-4.78K) | $198.04(+264.60%) | 2026-03-31 | |
| GLW | CORNING INC | 4.03% | 2.30M | $312.4M | -13.95%(-372.36K) | $54.92(+249.27%) | 2026-03-31 | |
| MKSI | MKS INC. | 3.88% | 1.31M | $300.3M | new | $194.81(+55.63%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.79% | 512.6K | $293.3M | +9.12%(+42.86K) | $320.67(+91.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +42.79% | +191.16% |
| Top 20 Holdings Unweighted | +36.14% | +152.34% |
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